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Documentation Index

Fetch the complete documentation index at: https://docs.caplena.com/llms.txt

Use this file to discover all available pages before exploring further.

The Settings page lets you manage your account, personalize the platform experience, and control preferences. Here’s a breakdown of what you can configure:
To access settings, click your profile icon in the top-right corner of the screen.

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1. Account Settings

Manage your personal profile and application preferences.
Basic Settings:
  • First & Last Name: Edit how your name appears in Caplena.
  • Email Address: Used for notifications, password resets, and communication.
General Information:
  • Profile Created: See when your account was created.
  • Last Login: Monitor your recent login activity.
Application Preferences:
  • Language: Choose between English and German.
  • Theme: Switch between Light and Dark mode.

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2. Organization Settings

Configure company-wide preferences and billing details.
Billing Information:
  • Add or update your Company Name, Address, City, ZIP, and Country.
  • This info appears on all invoices.
  • Don’t forget to click Save after making changes.
Organization Preferences:
  • Dummy Values: Define up to 3 placeholders (e.g., -99, NULL) to exclude from billing.
  • Tracking: Opt out of usage tracking for support/debugging.
 Note:
Dummy values only apply to newly uploaded data.
Only Admins can define dummy values, and these settings apply across the entire organization.
You can also view your Credit Usage on this page, and export it if needed.

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3. Theme Settings 

Customize your Caplena branding.
Visual Identity:
  • Default Logo: Upload your company logo (.JPG, .PNG, or .WEBP).
  • Global Color: Set your primary platform color.
  • Gradient Colors: Choose styling for reports
  • Sentiment Colors: Customize colors for sentiment views.

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4. API Settings

Generate and manage API keys for external integrations.
To create an API key:
1
Go to Settings → API tab
2
Click Generate New API Key
3
Copy & store it securely — you won’t see it again

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5. Security Settings

Keep your account secure with password management and 2FA.
Change Password:
  • Enter your current and new password → click Save
Two-Factor Authentication (2FA):
  • Add protection via:
    • Authenticator App
    • Phone Number
    • Backup Codes
  • You can set up to 3 active methods

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6. Integrations

Connect external platforms for smoother data import.
View and manage all connected platforms under the Integrations tab.
Last modified on June 1, 2026